History

Everything we’ve done has been to get you to your destination.

We never wanted to be the biggest wealth management firm. We only want to provide you the best service we can. When we opened our doors, Mariner Wealth Advisors established a solid foundation on which to grow a firm with the services our clients need. As our clients' needs expanded, so did we. In fact, it was more than eight people could handle, so we developed a plan to strategically partner with other firms who offered services we did not have. As we partnered with these firms, it allowed us to grow the numbers of services our clients receive under one roof, so to speak. Today, it’s made us one of the leading wealth management firms in the country.

Some firms grow simply to get bigger. We grow in an effort to better serve you.
 
  • 2006
  • Inception

    Inception of Mariner Wealth Advisors

  • 2010
  • Acquisition

    CBIZ Wealth Management (San Diego)*
    *Have since rebranded to Mariner Wealth Advisors 
  • 2012
  • Acquisitions

    Adams Hall Wealth Advisors,* Orizon Invt Counsel,* Brinton Eaton Wealth Advisors,* and RiverPoint Capital Management
     *Have since rebranded to Mariner Wealth Advisors
  • 2013
  • Acquisition

    RR Advisory Group*
    *Have since rebranded to Mariner Wealth Advisors
  • 2014
  • New Offices/Acquisition

    Opened office in Indianapolis

    Acquisition—Housen Financial Group*

    *Have since rebranded to Mariner Wealth Advisors

  • 2015
  • New Offices

    Opened offices in St. Louis, Chicago, Scottsdale, and Oklahoma City